JOB DESCRIPTION
Sales Planner
JOB INFORMATION
UE Location:
| Remote -Florida Mexico
|
Job title:
| Sales Planner
|
Division:
| Sales
|
Reports to:
| Sales Manager
|
Line manager to:
| n/a
|
PURPOSE OF THE JOB
This role serves as a critical link between the Supply Chain and Sales teams ensuring clear communication and alignment between supply capabilities and customer demand. It is responsible for the strategic allocation of fruit inventory by validating stock levels against current orders incoming shipments and forecasted supply while factoring in quality assessments and fruit age. The position drives operational efficiency by minimizing waste optimizing fulfillment accuracy and enabling timely data-driven decisions. Responsibilities also include documenting allocation plans and producing regular reports that compare initial projections with actual results supporting continuous improvement and informed decision-making.
Requirements
KEY COMPETENCIES (Knowledge and Skills)
Functional / Technical
Proficiency in using NetSuite or similar ERP systems.
Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
Experience in sales coordination market intelligence or related roles.
Familiarity with commercial finance processes and customer data management.
Excellent email etiquette.
Leadership / Behavioral
Strong analytical skills with the ability to interpret and present data effectively.
Excellent verbal and written communication skills.
Strong planning and organizational skills.
Ability to build and maintain strong client relationships.
Detail-oriented and results-driven.
Ability to act with tact and discretion.
KEY PERFORMANCE OUTPUTS
Key Performance / Success Indicators
| Outputs
|
System-Related Functions
| - Monitor and ensure the accuracy of sales opportunities and orders in the system. - Conduct regular checks to verify order fulfillment status and address any open sales issues. - Identify monitor and manage buffer stock levels to optimize stock allocation. - Collaborate with Logistics/Operations to communicate fulfillment delays and support Sales operations during peak periods. |
Master Data Maintenance
| - Centralize the setup of new customers in the system ensuring complete and accurate customer information. - Identify and address gaps in CRM data to enhance data quality. - Review and manage client data and distribution lists for newsletters. |
Sales Processes
| - Coordinate the Terms and Conditions (T&C) signing process ensuring compliance and completion of required documentation. - Participate in IFS audits as a deputy representing the Sales team. - Contribute to the annual update of Sales Standard Operating Procedures (SOPs). |
Reporting and Intelligence Coordination
| - Coordinate the compilation and distribution of "Market Feedback" and "Feedback from the Field" reports to growers. - Assist in organizing Post-Season and In-Season Customer and Grower reviews/reports. - Support Account Managers with data gathering for budgeting purposes. |
Market and Sales Intelligence Analysis
| - Gather data on competitors market dynamics pricing and sales tactics as specified by the Line Manager. - Analyze and visualize collected data identifying trends and providing actionable insights. - Present findings to stakeholders and respond to field sales team inquiries about competitors. |
KEY COMPETENCIES (KNOWLEDGE AND SKILLS) Functional/Technical Computer literacy: Proficient in MS Office (Excel, Word, PowerPoint), with experience in database and ERP systems. Experience in Famous Software system -Optional Ability to provide efficient support to the operations manager and sales team in daily activities. Strong understanding of the sales process from order receipt to delivery, ensuring smooth coordination across all stages. Good understanding of the fruit industry. Basic experience with market research to support decision-making and strategic planning.. Leadership/Behavioral Excellent communication skills; verbal and written. Excellent planning and organizational skills. Strong analytical and problem-solving skills. Ability to work under pressure. Detail and results orientated. Ability to work as part of a team Excellent time management
JOB DESCRIPTIONSales Planner JOB INFORMATION UE Location:Remote -Florida MexicoJob title:Sales PlannerDivision:SalesReports to:Sales ManagerLine manager to:n/a PURPOSE OF THE JOBThis role serves as a critical link between the Supply Chain and Sales teams ensuring cl...
JOB DESCRIPTION
Sales Planner
JOB INFORMATION
UE Location:
| Remote -Florida Mexico
|
Job title:
| Sales Planner
|
Division:
| Sales
|
Reports to:
| Sales Manager
|
Line manager to:
| n/a
|
PURPOSE OF THE JOB
This role serves as a critical link between the Supply Chain and Sales teams ensuring clear communication and alignment between supply capabilities and customer demand. It is responsible for the strategic allocation of fruit inventory by validating stock levels against current orders incoming shipments and forecasted supply while factoring in quality assessments and fruit age. The position drives operational efficiency by minimizing waste optimizing fulfillment accuracy and enabling timely data-driven decisions. Responsibilities also include documenting allocation plans and producing regular reports that compare initial projections with actual results supporting continuous improvement and informed decision-making.
Requirements
KEY COMPETENCIES (Knowledge and Skills)
Functional / Technical
Proficiency in using NetSuite or similar ERP systems.
Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
Experience in sales coordination market intelligence or related roles.
Familiarity with commercial finance processes and customer data management.
Excellent email etiquette.
Leadership / Behavioral
Strong analytical skills with the ability to interpret and present data effectively.
Excellent verbal and written communication skills.
Strong planning and organizational skills.
Ability to build and maintain strong client relationships.
Detail-oriented and results-driven.
Ability to act with tact and discretion.
KEY PERFORMANCE OUTPUTS
Key Performance / Success Indicators
| Outputs
|
System-Related Functions
| - Monitor and ensure the accuracy of sales opportunities and orders in the system. - Conduct regular checks to verify order fulfillment status and address any open sales issues. - Identify monitor and manage buffer stock levels to optimize stock allocation. - Collaborate with Logistics/Operations to communicate fulfillment delays and support Sales operations during peak periods. |
Master Data Maintenance
| - Centralize the setup of new customers in the system ensuring complete and accurate customer information. - Identify and address gaps in CRM data to enhance data quality. - Review and manage client data and distribution lists for newsletters. |
Sales Processes
| - Coordinate the Terms and Conditions (T&C) signing process ensuring compliance and completion of required documentation. - Participate in IFS audits as a deputy representing the Sales team. - Contribute to the annual update of Sales Standard Operating Procedures (SOPs). |
Reporting and Intelligence Coordination
| - Coordinate the compilation and distribution of "Market Feedback" and "Feedback from the Field" reports to growers. - Assist in organizing Post-Season and In-Season Customer and Grower reviews/reports. - Support Account Managers with data gathering for budgeting purposes. |
Market and Sales Intelligence Analysis
| - Gather data on competitors market dynamics pricing and sales tactics as specified by the Line Manager. - Analyze and visualize collected data identifying trends and providing actionable insights. - Present findings to stakeholders and respond to field sales team inquiries about competitors. |
KEY COMPETENCIES (KNOWLEDGE AND SKILLS) Functional/Technical Computer literacy: Proficient in MS Office (Excel, Word, PowerPoint), with experience in database and ERP systems. Experience in Famous Software system -Optional Ability to provide efficient support to the operations manager and sales team in daily activities. Strong understanding of the sales process from order receipt to delivery, ensuring smooth coordination across all stages. Good understanding of the fruit industry. Basic experience with market research to support decision-making and strategic planning.. Leadership/Behavioral Excellent communication skills; verbal and written. Excellent planning and organizational skills. Strong analytical and problem-solving skills. Ability to work under pressure. Detail and results orientated. Ability to work as part of a team Excellent time management
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